Clal Insurance’s Invesco KBW Bank ETF KBWB Stock Holding History

Clal Insurance’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112M	Sell	1,421,000 -841,000	-37%	-$70.3M	0.68%	36
2025 Q4	$191M	Sell	2,262,000 -1,594,000	-41%	-$126M	1.23%	17
2025 Q3	$302M	Sell	3,856,000 -514,000	-12%	-$38.7M	2.3%	10
2025 Q2	$313M	Buy	4,370,000 +825,000	+23%	+$52.3M	3.08%	7
2025 Q1	$223M	Buy	3,545,000 +595,000	+20%	+$40M	2.3%	8
2024 Q4	$193M	Buy	2,950,000 +2,672,000	+961%	+$175M	1.74%	18
2024 Q3	$16.3M	Buy	278,000 +18,000	+7%	+$1.02M	0.14%	72
2024 Q2	$13.9M	Hold	260,000	–	–	0.15%	69
2024 Q1	$14M	Buy	+260,000	New	+$12.9M	0.16%	71
2023 Q2	–	Sell	-500,000	Closed	-$21M	–	150
2023 Q1	$21M	Sell	500,000 -2,135,000	-81%	-$112M	0.31%	65
2022 Q4	$136M	Hold	2,635,000	–	–	2.04%	15
2022 Q3	$129M	Buy	2,635,000 +398,000	+18%	+$21.7M	1.78%	16
2022 Q2	$116M	Sell	2,237,000 -13,000	-0.6%	-$745K	1.54%	18
2022 Q1	$143M	Sell	2,250,000 -1,872,000	-45%	-$130M	1.51%	19
2021 Q4	$280M	Buy	4,122,000 +812,563	+25%	+$56.9M	3.03%	7
2021 Q3	$222M	Buy	3,309,437 +2,569,437	+347%	+$166M	2.54%	8
2021 Q2	$47.7M	Hold	740,000	–	–	0.54%	71
2021 Q1	$45.8M	Buy	+740,000	New	+$42.6M	0.53%	68

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clal Insurance's KBWB Position: Q1 2026 in Review

Clal Insurance reduced its Invesco KBW Bank ETF (KBWB) stake by 37% in Q1 2026, selling an estimated $70.3M and leaving 1,421,000 shares worth $112M. The position accounts for 0.68% of the portfolio, ranked #36.

Clal Insurance first reported a position in KBWB in Q1 2021 and has held it in 18 quarters since. The position peaked at $313M in Q2 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Clal Insurance held 1,421,000 shares of Invesco KBW Bank ETF worth $112M as of Q1 2026.
Clal Insurance sold 841,000 Invesco KBW Bank ETF shares in Q1 2026, an estimated $70.3M.
Invesco KBW Bank ETF made up 0.68% of Clal Insurance's portfolio in Q1 2026, its #36 holding.
Clal Insurance first reported a position in Invesco KBW Bank ETF in Q1 2021 and has held it in 18 quarters since.
Clal Insurance's Invesco KBW Bank ETF position peaked at $313M in Q2 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.